Senior Customer Success Manager

About Reunion

Reunion helps clean energy projects, such as solar, wind, and battery storage, obtain financing through the sale of tax credits. In July 2023, we launched Reunion’s clean energy marketplace, which currently has more than $20 billion in credits from high-quality clean energy projects available for purchase. Reunion’s team has been at the forefront of clean energy finance since 2006, previously raising over $5 billion in project financing from institutions such as JP Morgan, Wells Fargo, D.E. Shaw, and Bank of America.

Reunion facilitated over $3.5 billion in tax credit transfers in 2024. Recently we've launched a new software product called Reunion PWA. Reunion PWA helps clean energy developers comply with prevailing wage and apprenticeship requirements to receive the full amount of tax credits that they qualify for.

About the Role

As a Senior Customer Success Manager at Reunion, you will play a crucial role in helping our customers realize the full value of the Reunion PWA product. You’ll work closely with our cross-functional teams—from product to engineering to sales—to ensure a seamless customer journey, including onboarding, continuous engagement, and expansion. This is a unique opportunity to join an early-stage startup where you’ll have a direct impact on shaping the future of our customer success team and the overall growth of Reunion.

What You’ll Do

• Onboard and Train Customers
  Deliver a smooth, structured onboarding process that drives product adoption and immediate customer value.

• Manage Customer Relationships
  Maintain and nurture relationships with a portfolio of customers, acting as their trusted advisor and primary point of contact.

• Drive Customer Adoption and Growth
  Identify upsell or cross-sell opportunities to expand product usage, increase revenue, and deepen Reunion’s partnership with customers.

• Monitor Customer Health Metrics
  Track and analyze key performance indicators (KPIs) to proactively address any issues, risks, or areas for improvement.

• Collaborate Cross-Functionally
  Work closely with Sales, Product, and Engineering teams to advocate for customer needs, prioritize product improvements, and align on strategic initiatives.

• Lead Process Improvements
  Identify and implement improvements to optimize the customer lifecycle, ensuring high customer satisfaction and retention.

• Serve as the Voice of the Customer
  Provide insights, feedback, and recommendations to internal teams on how to continually enhance the customer experience.

What You’ll Need

• 3+ years of experience as a Customer Success Manager, Account Manager, or in a closely related customer-facing role.

• Proven track record of onboarding customers onto software platforms and driving high levels of product adoption.

• Demonstrated success in upselling and expanding customer relationships, with ownership of a revenue or retention metric.

• Familiarity with HubSpot (or similar CRM), including experience managing customer data, workflows, and reporting.

• Strong analytical skills to monitor customer health metrics, identify trends, and develop action plans.

• Excellent communication and interpersonal skills, with the ability to build trust and rapport with stakeholders at all levels.

• Ability to operate effectively in a fast-paced, early-stage startup environment—rolling up your sleeves, being resourceful, and driving continuous improvement.

• Passionate about clean energy, climate tech, or mission-driven work.

Nice to Haves

• Experience in the renewable energy or climate industry.

• Familiarity with tax credit financing or other financial products.

• Background in compliance or regulated sectors.

• Experience with process automation or advanced CRM customization.

• Prior success creating and leading customer success processes in an early-stage startup.

Location

We are a remote-first company with hubs in Chicago, IL, Seattle, WA, San Francisco, CA, and Denver, CO.

Our Benefits

• 100% medical, dental & vision insurance coverage for you + partially covered for your dependents

• Unlimited PTO

• WFH stipend to support your home office needs

• Competitive Salary

• Stock Options

NOTE: Reunion is an equal opportunity employer. You’re encouraged to apply even if your experience doesn’t line up exactly with the job description. If you’re excited about helping customers and passionate about our clean energy mission, we’d love to hear from you!